Recent Discussions

Discussion List

• 
  Register Shows Credit in Client Invoices, But Balance is Zero

  rkjones 9 views 1 comment 0 points Most recent by rkjones December 12Invoices & Estimates
• 
  Elevations Credit Union sync outage - to.100 error (edited)

  RFL281 84 views 5 comments 2 points Most recent by Coach Jon December 11Troubleshooting
• 
  Robinhood Spending checking acct balance shows as zero

  jhsjh342613 131 views 20 comments 0 points Most recent by Coach Jon December 11Adding and Updating Accounts
• 
  23

  Up
  Missing MySynchrony/ID.Synchrony login for credit cards (edited)

  Active jtjones0304 4K views 40 comments 23 points Most recent by cheriebk December 11Report Missing Financial Institution
• 
  2

  Up Down
  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 10 views 0 comments 2 points Started by turtle December 11 Feature Requests
• 
  BNY Wealth FDP-105 Error

  ben510 8 views 1 comment 0 points Most recent by Coach Jon December 11Adding and Updating Accounts
• 
  American Century Accounts Already Added

  vollmas 26 views 5 comments 0 points Most recent by Coach Jon December 11Adding and Updating Accounts
• 
  Investment Transaction Will Not Update Manually on Mobile (edited)

  Forteleza 54 views 8 comments 0 points Most recent by Coach Natalie December 11Report a Bug
• 
  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  System 13 views 2 comments 0 points Most recent by SRC54 December 11Troubleshooting
• 
  Unable to add Synchrony Store Cards to Simplifi

  cyberstackn 85 views 14 comments 1 point Most recent by Amethyst64 December 11Adding and Updating Accounts
• 
  "This Bank is not available right now" message - TD Bank

  System 16 views 4 comments 0 points Most recent by Coach Natalie December 11Adding and Updating Accounts
• 
  New Feature Alert: Mileage Tracker for QBP!

  Closed Coach Natalie 208 views 2 comments 0 points Most recent by Coach Natalie December 11Updates From the Product Team
• 
  Mileage Tracker for QBP: Share your feedback here!

  Announcement Coach Natalie 308 views 29 comments 0 points Most recent by Coach Natalie December 11Feedback
• 
  HSBC Bank Account Not Updating (edited)

  bradwww 10 views 1 comment 0 points Most recent by Coach Natalie December 11Adding and Updating Accounts
• 
  22

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 855 views 41 comments 22 points Most recent by SRC54 December 11Feature Requests
• 
  Merged: Automatically Post Unlinked Transactions

  Closed abutscher 9 views 0 comments 1 point Most recent by SRC54 December 11Feature Requests
• 
  6

  Up Down
  Ability to disable in-app advertising (edited)

  cloudquick 42 views 3 comments 6 points Most recent by DannyB December 11Feature Requests
• 
  Raymond James Invest CA - unable to connect, Care code: FDP-155 (edited)

  the_scottster 51 views 11 comments 0 points Most recent by Paradon December 10Adding and Updating Accounts
• 
  1

  Up
  Cornerstone Bank VA Personal (edited)

  bcoth 41 views 5 comments 1 point Most recent by bcoth December 10Report Missing Financial Institution
• 
  5

  Up Down
  Ability to hover over a credit card account to see the statement balance and due date (edited)

  cindyparsons1 20 views 3 comments 5 points Most recent by EL1234 December 10Feature Requests
• 
  Some current Savings Goals not showing up in Spending Plan (edited)

  DryHeat 46 views 10 comments 0 points Most recent by EL1234 December 10Troubleshooting
• 
  91

  Up Down
  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 1.2K views 57 comments 91 points Most recent by EL1234 December 10Feature Requests
• 
  127

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.2K views 52 comments 127 points Most recent by Quicken Kirby December 10Feature Requests
• 
  2

  Up Down
  Web App Extension: Title Bar needs to also be in Dark Mode (edited)

  Active AdamRayburn 107 views 2 comments 2 points Most recent by Coach Natalie December 10Feature Requests
• 
  3

  Up Down
  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 45 views 3 comments 3 points Most recent by Coach Natalie December 10Feature Requests
• 
  7

  Up Down
  Functionality to track Insurance Policies

  Active Skyfox675 145 views 3 comments 7 points Most recent by dstrack December 10Feature Requests
• 
  [RESOLVED] 12/05/24: Voya Financial - Zero Dollar Balance

  Closed Coach Jon 129 views 2 comments 1 point Most recent by Coach Jon December 10Current Online Banking Issues
• 
  [RESOLVED] 11/3/25: Discover Bank & Discover Card returning an FDP-4000 error

  Closed Coach Natalie 430 views 2 comments 8 points Most recent by Coach Jon December 10Current Online Banking Issues
• 
  How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.

  FortDog88 163 views 12 comments 1 point Most recent by FortDog88 December 10Adding and Updating Accounts
• 
  [RESOLVED] 8/28/24: Charles Schwab - Missing Equity Awards Account

  Closed Coach Natalie 986 views 4 comments 1 point Most recent by Coach Natalie December 10Current Online Banking Issues